Brass Tax Wealth Management, Inc Vanguard Wellington Fd Us Mult Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 165,537 shares of VFMF stock, worth $23.9 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
165,537Holding current value
$23.9 Million% of portfolio
3.97%Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
86Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$43.1 Million3.93% of portfolio
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Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
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Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
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Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio
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Cambridge Investment Research Advisors, Inc.62.6KShares$9.05 Million0.02% of portfolio